# FundX Investment Trust (FFOX) vs State Street SPDR S&P 500 ETF Trust (SPY) · total-return overlay

LOPJLB holding-return compare (5Y). Dividends and splits. Each path starts at 0% from the first adjusted close in the window.

FundX Investment Trust (FFOX) vs State Street SPDR S&P 500 ETF Trust (SPY) total return over 5Y: FFOX +14.67%, SPY +90.16%. Regime FFOX BEAR · SPY BULL. As of Oct 1, 2026. Research only.

- Interactive: https://www.lopjlb.com/vs/FFOX/SPY
- API: `GET /bff/api/bigfive/compare-series?symbols=FFOX%2CSPY&range=5y`

## Window

| Symbol | Window % | Worst drawdown | YTD |
|---|---:|---:|---:|
| FFOX | +14.67% | -12.41% | +2.78% |
| SPY | +90.16% | -24.49% | +12.42% |

## Periods (calendar lookback)

| Symbol | 1Y | 2Y | 3Y | 5Y |
|---|---:|---:|---:|---:|
| FFOX | +5.29% | — | — | — |
| SPY | +15.24% | +37.11% | +84.94% | +90.16% |

## Annual

| Year | FFOX | SPY |
|---|---:|---:|
| YTD | +2.78% | +12.42% |
| 2025 | +9.99% | +18.01% |
| 2024 | — | +25.59% |
| 2023 | — | +26.73% |
| 2022 | — | -18.64% |
| 2021 | — | +11.20% |

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Research context only. Not personalized investment advice.